EPISODE · Jul 10, 2025 · 21 MIN
Ep #142 - Timing Matters: Understanding Sequence of Return Risk
from A/B Conversations: CFP® Your Way Out Of It – Real Advice on Building Wealth & Retirement Planning · host Benjamin Haas I Haas Financial Group
Here’s a hard fact to digest: You can average 6%-7% returns and still run out of money — because the order of those returns matters and because the timing of when you are withdrawing money matters. But smart planning can help you stay confident and in control, even in volatile markets. Listen in as Adam and Ben discuss cash, flexible withdrawal plans, three bucket theory, and tax aware planning.Ticket# T009335Thanks for listening!If you want to be notified when the next episode will be released, you can:Subscribe to the ShowFor more insights on everyday financial planning questions, go to www.haasfinancialgroup.comContact Us:Email us at [email protected] advice offered through Great Valley Advisor Group, a Registered Investment Advisor. Great Valley Advisor Group and Haas Financial Group are separate entities. This is not intended to be used as tax or legal advice. Please consult a tax or legal professional for specific information and advice.
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Here’s a hard fact to digest: You can average 6%-7% returns and still run out of money — because the order of those returns matters and because the timing of when you are withdrawing money matters. But smart planning can help you stay confident and in control, even in volatile markets. Listen in as Adam and Ben discuss cash, flexible withdrawal plans, three bucket theory, and tax aware planning. Ticket# T009335 Thanks for listening! If you want to be notified when the next episode will be ...
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Ep #142 - Timing Matters: Understanding Sequence of Return Risk
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